Develop and implement a personal business plan to drive new client acquisition, referrals, portfolio penetration, and retention, resulting in consistent portfolio growth. Achieve significant growth in assets under management and revenue for a profitable book of business. Proactively review client portfolios to ensure proper segmentation and transition to appropriate resou

Knowledge of full portfolio of JFG products and services; actively cross sells full breadth and depth of products. Actively join calls with lead Relationship Manager on identified target segments, prospects, centers of influence, etc. to support new business development and client acquisition efforts. Participate and assist with regular telephone and face to face client r

Position Specific Responsibilities Partner with Relationship Managers on client and prospect calls, structure credit facilities and preparing engagement memos. Manage the credit approval process through RCO/CCO engagement including loan presentation and preparation management. Ensure that all loans are underwritten with a high degree of accuracy and in according with the

Position Specific Responsibilities Monitors daily deposit reports and requests, and performs account maintenance and corrections as appropriate (including Safe Deposit Box requests, limit increases and rate exceptions) Monitors, maintains, and fulfills requests related to MyJFG groups assignments, business linking and BillPay/Zelle/External Transfer limits Monitors report

Perform cash handling transactions on the teller line. Balance cash drawer daily and verifies cash provided from/returned to the vault. Assist in opening and closing the branch and vault daily; assists in balancing vault currency and coin; balances ATM. Uncover important financial client needs and make recommendations to provide solutions to their unique financial situati

Advises consumer and small business clients in their selection of deposit accounts, loans and other products and financial services. Act as primary point of contact for assigned portfolio of clients and work proactively to deepen relationships and ensure client retention; proactively work to acquire new clients. Expand new and existing relationships by advising and recomm

Monitor loan application pipelines to initiate vendor orders including but not limited to appraisals, title work, flood certificates, tax transcripts. Engage borrowers at determined milestones, including but not limited to Welcome, Conditional Approval, Follow up, and Final Approval. Oversee assigned loan application pipeline to ensure all compliance, commitment, and clos

Advises consumer and small business clients in their selection of deposit accounts, loans and other products and financial services. Act as primary point of contact for assigned portfolio of clients and work proactively to deepen relationships and ensure client retention; proactively work to acquire new clients. Expand new and existing relationships by advising and recomm

Advises consumer and small business clients in their selection of deposit accounts, loans and other products and financial services. Act as primary point of contact for assigned portfolio of clients and work proactively to deepen relationships and ensure client retention; proactively work to acquire new clients. Expand new and existing relationships by advising and recomm

Responsible to review, triage, troubleshoot, and resolve issues in a prompt and courteous manner, within established SLAs. Serve as a liaison between users, partner support teams, the nCino Platform Technical Lead Administrator, and the nCino Strategic Platform Manager. Collaborate with other nCino administrators and the vendor to support implementation of approved proces

Client Experience & Relationship Support Deliver a white glove client experience, serving as a primary point of contact for personal client requests and direct requests from PCS bank and advisor partners. Provide solutions with efficiency, prompt responsiveness, and professionalism. Partner with PCS Bank and Advisor partners to coordinate new PCS client onboarding activit

Oversee compliance management system for servicing area to ensure work is completed in accordance with all applicable JFG policies, processes and procedures; state and federal laws; and regulatory, investor, and mortgage insurer guidelines. Leads team responsible for maintaining, documenting, communicating and adhering to all compliance, regulatory and legal requirements,

Development and execution of an individual business plan to achieve new client acquisition, business line referrals and product/business line penetration inside portfolios; achievement of retention objectives; consistent portfolio growth and servicing objectives. Responsible for partnering with Lead Financial Advisor to develop and implement sales techniques resulting in

Provide overall administrative support to the Mortgage Loan Officer and their Processing partner on loan origination tasks. Assist with preparing and/or distributing various marketing materials. Review and maintain loan officer pipelines for Reg. B compliance, 120/180 day reporting, rate lock expirations, withdrawn/rejected files and other pipeline management as required

Knowledge of full portfolio of JFG products and services; actively cross sells full breadth and depth of products. Actively join calls with lead Relationship Manager on identified target segments, prospects, centers of influence, etc. to support new business development and client acquisition efforts. Participate and assist with regular telephone and face to face client r